Any way to get file imported transactions to assign Report/Description fields

mgarrett

On file import we are able to map a column to a category and tag but is there any way to also capture the description and also assign an expense to a report?

Editing this info is way easier in an excel spreadsheet but when we upload it to expensify we are able to assign category and tag, but not direct it to a specific expense report. Also the description is not able to be mapped.

Any workarounds for this?

TIA,

Mick

Zany Renney

Hi @mgarrett do you mean capture the description of an expense in Excel into Expensify?

If you can share an example, it would really help! Feel free to write into [email protected] and we can work with you on this 1:1 if you feel the information should not be shared in a public forum.

Thanks!